See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,287 | $105,630-12.6% | $87,507+5.5% | $273,961-66.3% |
| Participation rate | 85.7% | 78.2%+7.5pp | 73.8%+11.9pp | 83.0%+2.7pp |
| Annual return | 7.37% | 12.25%-4.9pp | 12.21%-4.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $6,618 | $3,141+110.7% | $2,550+159.6% | $4,869+35.9% |
| Participant deferral / active EE | $4,089 | $3,601+13.6% | $3,149+29.9% | $5,287-22.7% |
| Admin fee / account holder | $45 | $4,781-99.1% | $4,221-98.9% | $10,132-99.6% |